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AI SALES OPERATING SYSTEM

More time for sales.
Let AI handle the routine.

The agent answers customers, selects products and prepares quotes using your company’s knowledge. Your team gains time to build relationships, grow customer partnerships and handle matters that need a person’s involvement.

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For businesses that want to scale sales without growing their team.
EXPLORE THE WORKSPACE

See what was agreed.
Know what to do next.

Explore the demo: go from conversation to offer with customer history, a call summary and the next step.

SalesAgentAI · explore the possibilities

Example data. Explore freely — actions stay inside the demo. Selected areas are available during a guided presentation.

A COMPLETE SYSTEM BEHIND YOUR AGENT

Faster service.
Less manual work.

From product questions to offers and follow-ups. Your agent uses company knowledge and ERP data, while you set the limits of its autonomy.

EXPERT KNOWLEDGE

Customers get answers faster.

Your agent answers questions and selects products using company knowledge. Your team saves time searching catalogs.

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The agent selects a solution using product specifications, applications and limitations. It uses approved sources and passes unusual cases to an expert.

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ERP INTEGRATION

Stock at hand. Pricing on your terms.

The agent checks stock in your ERP and shares prices only when company rules allow it. Pricing can stay with your salesperson.

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The agent can confirm availability without sharing prices. When pricing depends on individual terms, it gathers information and hands the case to a salesperson. It makes reservations within the agreed scope and after any required approval.

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SALES PROCESS

Know who follows up and when.

The agent prepares offers, monitors when they are opened and adapts follow-ups to customer activity. Your team sees the next step, due date and owner.

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Conversations, offers and tasks share the customer context. The agent considers recorded offer opens, replies and previous agreements to choose the follow-up message and timing — in line with company rules.

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CONTROL OVER AI ACTIONS

Delegate routine work. Keep control of decisions.

You decide when the agent acts on its own, asks for approval or hands the case to a person.

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For each channel and action, you decide when the agent acts, asks for approval or hands over to a person. History shows the steps taken. Approving an offer and sending it remain separate decisions.

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OFFERS SENT AS LINKS

See when the offer link is opened.

The agent sends the customer an offer link, records its opens and uses that activity to guide follow-ups. Approving and sending an offer remain separate steps.

MARGIN PROTECTION

Keep your margin under control.

The agent checks who proposed the discount and whether the conversation supports it. It checks company limits and rules, and submits terms requiring approval for review.

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OMNICHANNEL

Pick up the conversation.
Keep the context.

A customer emails, calls or returns through chat. Your team sees previous agreements and continues the sale. Email, chat, forms and phone share the customer and case context.

Less searching. Faster answers.

Customers can switch channels while your team shares the context. One company can have several ongoing cases. When a link needs clarification, a person makes the decision.

Inquiries reach the right people.

Your main mailbox, a salesperson’s mailbox, a form or a widget each has its own branch or owner assignment rules and level of AI autonomy.

Your salesperson knows what comes next.

The salesperson sees the conversation, requirements gathered and reason for the handoff. The next step has an owner and a due date.

How it works in practice

A customer asks about a product in chat, emails the specifications, and the salesperson calls back with both conversations and a prepared proposal at hand.

TWO WAYS TO HANDLE CALLS
PHONE

Focus on the conversation.
Keep the details at hand.

Your salesperson has the customer and case context at hand. After the call, they see a transcript, summary, agreements and next step — with an owner and due date.

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AI PHONE

Ease your team’s
call workload.

The agent takes and makes calls, introduces itself as AI, answers using company knowledge and gathers requirements. It agrees on the next step and hands cases needing a human decision to your team with the full context.

Explore AI calls
After a phone callTranscriptSummaryNext step

Customers get answers outside business hours.

The agent handles text conversations and voice calls outside your team’s working hours, through the agreed channels and schedule. It gathers requirements, records agreements and passes cases needing human involvement to your team.

The agent takes over after a set time.

When a customer waits longer than the agreed time for a salesperson’s reply, the agent automatically continues service within its permissions. You set the timing and takeover rules for your company. Intentional pauses, pricing rules and required approvals still apply.

We agree on connected sources, assignment rules, telephony, contact hours and agent permissions for your business.

AI CONTROL & EXPERIENCE CENTER

Knowledge stays with the company.
Salespeople keep their own style.

Your agent uses shared company knowledge and the salesperson’s style. Separate customer and case memory preserves history, preferences and commitments when the owner changes.

FOR THE COMPANY

Proven practices support the whole team.

Products, sales rules, discount limits and verified practices form the shared foundation for agents in your company.

FOR THE SALESPERSON

Your agent adapts to the salesperson’s style.

Tone, message length, questions and how offers are presented. The agent follows the owner’s style while preserving product facts, ERP data, company rules and customer agreements.

A new owner. The same customer context.

Before assignment, the company standard applies. After assignment, the agent follows the salesperson’s style, while history, preferences and commitments remain with the customer and case.

Improve your agent while staying in control.

Specify whether a correction concerns the company, salesperson or a particular case. Each proposal has a source and approver; it is verified, tested and approved before publication. A proven salesperson practice can become a shared company rule.

Explore learning and approval rules
GETTING STARTED

Start with a clear goal.
See what implementation delivers.

We choose a process where you want faster service or a lighter workload. We agree on scope, test with your salespeople and measure the results.

  1. 01

    Know where to start.

    In our first meeting, we walk through your inquiries, quoting process and current systems. We agree on the initial scope and the outcome to measure.

  2. 02

    Your agent works with your company’s knowledge and data.

    We gather product materials and expert guidance. We connect the agreed channels and ERP, set permissions and define when a person takes over.

  3. 03

    Check results before expanding.

    We test scenarios with your team. We start under their supervision, measure outcomes and expand the agent’s autonomy.

What we measure together
Cases resolved by the agent without human involvementResponse timeTime to prepare an offerCases with a next stepInquiries handled outside business hoursOffer opens after follow-upSales after follow-upDiscount justification

We track independently resolved cases, responses to further contact, and sales volume and value. For discounts, we examine who proposed the reduction, the reasons given in the conversation and the case outcome.

We agree on the scope, timeline and implementation cost based on your process, data and integrations.

LET'S TALK ABOUT YOUR SALES

See where AI can
lighten your team’s workload.

We’ll review your inquiries, identify which tasks the agent can take on and show you where to start. Choose a time, call or email us.